Dean Starr
Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 111111
- Phone: (332) 289-7485
E-Mail: dean.starr@citi.com
95-12 63rd Road
Rego Park,
NY
11374
95-12 63rd Road
Rego Park,
NY
11374
Areas of Focus:
- Financial Planning
- Retirement Planning
- Portfolio Management
- Legacy Planning
- Insurance and Wealth Transfer
Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Dean Starr
As a Senior Wealth Advisor for Citi Personal Wealth Management, Dean Starr uses a holistic approach to financial planning, investment management and insurance guidance. He strives to be an approachable advisor who makes clients feel comfortable while providing responsible and thoughtful recommendations tailored to their needs.
With over 15 years of experience as an advisor, Dean specializes in financial planning, retirement planning and portfolio management and works with a client's tax and legal advisors on estate and legacy planning and insurance and wealth transfer.
Most recently, he was a Financial Advisor at M&T Bank. Prior to that, he worked as an advisor at HSBC and MetLife, a registered representative for Prudential Insurance, and head trader of U.S. corporate bonds and equities for over 20 years at Bank of New York Mellon.
He has Series 7, 63 and 65 securities licenses and a life, accident and health insurance license.
He attended Nassau Community College, with a focus on business administration.
Married with four children and seven grandchildren, Dean in his spare time is a sports enthusiast.
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